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LOMA 356 provides an understanding of the investment environment and the general principles of investing in both individual
securities and portfolios of securities and provides an orientation to investing in an institutional setting,
including roles, administrative systems and processes, goal setting, performance review, and risk management.
Topics
Covered:
- The
role and scope of investments
- Investment
markets and transactions
- Investment
information and tracking
- Investment
return and risk
- Modern
portfolio concepts
- Bond
investments
- Bond
valuation and analysis
- Common
stock investments
- Stock
valuation and investment decisions
- Mutual
funds
- Institutional
asset allocation
- Management
of the investment function in institutions
- Marketing
investing services to businesses and other institutions
- Accounting
for investment expenses, managing transaction expenses
- Institutional
approaches to risk management
- Investment
compliance, prospectuses, registration, declaration of interest
rates
How
to Enroll
Simply log in to
LOMANET, LOMA’s internet-based system that allows students and
training administrators to access student information, monitor progress,
and enroll for exams. New student? Visit LOMANET at www.lomanet.org
and create an account today!
Ordering
Study Materials
To order
course material
contact:
PBD Worldwide Fulfillment Services
Order online! www.pbd.com
Tel: 1-800-887-3723 or 770-280-4178
Fax: 770-280-4150
E-mail: LNH@pbd.com
Textbooks for this course:
Fundamentals of Investing (2004); (Addison Wesley Publishing; ISBN 0-536-75427-6).
Introduction to Institutional Investing (2004); (LOMA; ISBN 1-57974-215-7). This text is available on CD-ROM only.
Fundamentals of Investing and Introduction to Institutional Investing are available as a book/CD set only. [PBD Order # LOMA 356-10-04]. In the event of loss or breakage of the Introduction to Institutional Investing CD-ROM, a replacement can be ordered from PBD [PBD Order # LOMA 356-11-04].
Test Preparation Guide for LOMA 356 (2004); (LOMA; ISBN 1-57974-216-5) [PBD Order # LOMA 356-40-04].
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